Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-26 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Shaker Heights | OH | 04/2010 | Present |
| Tyler-Stone Wealth Management, Llc | Shaker Heights | OH | 01/2015 | 09/2025 |
(1) 11/11/2010: SCHONFELD FINANCIAL SERVICES - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 3601 Green Rd STE. 100, Beachwood, OH 44122 (2) 11/12/2013: THE TYLER-STONE GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 3601 Green Rd, STE. 100, Beachwood, OH 44122 (3) 09/17/2014: NO BUSINESS NAME - INV REL - 3601 Green Rd STE. 100, Beachwood, OH 44122 - NON-VARIABLE INSURANCE- START 09/15/2014 - 5 HR/MO 1 DURING SECS TRDG HRS - BROKER: LIFE, HEALTH, DISABILITY, LTC, FIXED ANNUITIES (4) 5/1/2018 - LPL Financial - Investment Related - 3601 Green Rd STE. 100, Beachwood, OH 44122 - Registered Representative - RR - Started 02/01/2015 - 10 Hours Per Month/10 Hours During Securities Trading. LPL Financial is separate from and independent of Tyler-Stone Wealth Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-22 |
Reach out to this advisor